Bank Of America's Contrarian Guru Unveils Best Portfolio Hedge Against Hard Landing: 'No One Is Long'
Bank Of America's Contrarian Guru Unveils Best Portfolio Hedge Against Hard Landing: 'No One Is Long'
美國銀行的逆勢大師公佈了對沖硬着陸的最佳投資組合：“沒有人能做久”
The likelihood of a hard landing — a scenario in which the U.S. economy abruptly falls into a recession, causing a rush to safe-haven investments — has progressively lost fashion among Wall Street forecasters and investors alike.
硬着陸的可能性——美國經濟突然陷入衰退，導致避險投資熱潮——已經在華爾街預測家和投資者中逐漸失去了時尚。
Yet, Bank of America's chief investment strategist, Michael Hartnett — who thrives on contrarian market views — has positioned himself in the unlikely hard-landing camp.
然而，美國銀行首席投資策略師邁克爾·哈特奈特（Michael Hartnett）——他憑藉逆勢市場觀點蓬勃發展——已將自己定位在不太可能的硬着陸陣營中。
Hartnett unveiled what he believes to be the best portfolio hedge against such an economic downturn.
哈特奈特公佈了他認爲是對沖這種經濟衰退的最佳投資組合。
The Case For 30-Year Treasury Bonds
30 年期國債的理由
Thirty-year Treasury bonds have fallen by 45% since April 2020. This marks the worst four-year period...
自2020年4月以來，三十年期國...
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